Legacy Bridge, LLC — 13F Holdings & Portfolio
CIK 1689144 · latest 13F-HR filed 2026-08-13
Legacy Bridge, LLC manages $323.8M in 13F-reported U.S. long-equity assets across 322 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GEV (4.10%), STRL (3.81%), NVDA (3.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 12, added to 185, and trimmed 61.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
WEST DES MOINES, IA 50266
$323.8M
Long-equity book
322
Distinct positions
2026-06-30
Filed 2026-08-13
+14 / −12 / ↑185 / ↓61
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$5.2M +236.0%
- STERLING INFRASTRUCTURE INC$4.5M +57.7%
- ADVANCED MICRO DEVICES INC$3.5M +191.3%
- NEBIUS GROUP N.V.$3.4M +173.5%
- GE VERNOVA INC$3.1M +30.4%
Top Trims
- PALANTIR TECHNOLOGIES INC-$1.8M -20.4%
- TRACTOR SUPPLY CO-$639.0K -43.0%
- T-MOBILE US INC-$515.2K -37.2%
- BOSTON SCIENTIFIC CORP-$474.8K -53.4%
- WALMART INC-$406.9K -8.5%
New Positions
- TERADYNE INC$3.0M
- SEAGATE TECHNOLOGY HLDNGS PL$2.8M
- POWELL INDS INC$1.6M
- BWX TECHNOLOGIES INC$1.2M
- HYLIION HOLDINGS CORP$140.1K
Exited Positions
- CELSIUS HLDGS INC$627.0K
- INTUIT$317.8K
- GE AEROSPACE$39.4K
- VISA INC$38.1K
- PHILIP MORRIS INTL INC$36.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GE VERNOVA INC | GEV | 36828A101 | $13.3M | 4.10% | 11,289 | SH |
| 2 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $12.3M | 3.81% | 14,700 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.8M | 3.65% | 58,994 | SH |
| 4 | CATERPILLAR INC | CAT | 149123101 | $8.2M | 2.53% | 7,679 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $7.7M | 2.38% | 20,418 | SH |
| 6 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.4M | 2.29% | 6,433 | SH |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $7.1M | 2.18% | 60,435 | SH |
| 8 | ARISTA NETWORKS INC | ANET | 040413205 | $6.7M | 2.08% | 39,572 | SH |
| 9 | VERTIV HOLDINGS CO | VRT | 92537N108 | $6.7M | 2.08% | 20,066 | SH |
| 10 | CELESTICA INC | CLS | 15101Q207 | $6.4M | 1.99% | 17,676 | SH |
| 11 | WEST BANCORPORATION INC | WTBA | 95123P106 | $6.0M | 1.85% | 225,579 | SH |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.6M | 1.73% | 11,697 | SH |
| 13 | NEBIUS GROUP N.V. | NBIS | N97284108 | $5.3M | 1.65% | 19,328 | SH |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.3M | 1.64% | 9,160 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $4.8M | 1.47% | 3,978 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $4.5M | 1.40% | 18,992 | SH |
| 17 | WALMART INC | WMT | 931142103 | $4.4M | 1.35% | 38,731 | SH |
| 18 | EATON CORP PLC | ETN | G29183103 | $4.3M | 1.34% | 10,179 | SH |
| 19 | ASML HLDG NV | ASML | N07059210 | $4.2M | 1.31% | 2,126 | SH |
| 20 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $4.1M | 1.26% | 15,030 | SH |
| 21 | PALO ALTO NETWORKS INC | PANW | 697435105 | $3.8M | 1.18% | 11,236 | SH |
| 22 | WESTERN DIGITAL CORP | WDC | 958102105 | $3.8M | 1.17% | 5,926 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.8M | 1.17% | 7,557 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $3.8M | 1.17% | 10,695 | SH |
| 25 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $3.4M | 1.06% | 23,379 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $3.4M | 1.05% | 9,117 | SH |
| 27 | ISHARES TR | IVV | 464287200 | $3.3M | 1.02% | 4,393 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.2M | 0.98% | 9,712 | SH |
| 29 | PARKER-HANNIFIN CORP | PH | 701094104 | $3.1M | 0.97% | 3,207 | SH |
| 30 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $3.1M | 0.97% | 69,355 | SH |
| 31 | ISHARES TR | IWO | 464287648 | $3.1M | 0.94% | 7,755 | SH |
| 32 | TERADYNE INC | TER | 880770102 | $3.0M | 0.94% | 6,300 | SH |
| 33 | ISHARES INC | IEMG | 46434G103 | $2.9M | 0.88% | 34,421 | SH |
| 34 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $2.8M | 0.88% | 2,952 | SH |
| 35 | QUANTA SVCS INC | PWR | 74762E102 | $2.8M | 0.87% | 3,895 | SH |
| 36 | BANK OF NY MELLON CORP | BNY | 064058100 | $2.7M | 0.84% | 18,908 | SH |
| 37 | ISHARES TR | IWM | 464287655 | $2.7M | 0.84% | 9,076 | SH |
| 38 | APPLE INC | AAPL | 037833100 | $2.7M | 0.84% | 9,354 | SH |
| 39 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.6M | 0.80% | 36,195 | SH |
| 40 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.6M | 0.79% | 2,751 | SH |
| 41 | DEERE & CO | DE | 244199105 | $2.6M | 0.79% | 4,046 | SH |
| 42 | VALERO ENERGY CORP | VLO | 91913Y100 | $2.4M | 0.75% | 9,302 | SH |
| 43 | WILLIAMS SONOMA INC | WSM | 969904101 | $2.4M | 0.74% | 10,271 | SH |
| 44 | PRINCIPAL EXCHANGE TRADED FD | PREF | 74255Y888 | $2.3M | 0.72% | 122,830 | SH |
| 45 | VANGUARD STAR FDS | VXUS | 921909768 | $2.2M | 0.67% | 25,534 | SH |
| 46 | OKLO INC | OKLO | 02156V109 | $2.1M | 0.66% | 40,705 | SH |
| 47 | ISHARES TR | IXUS | 46432F834 | $2.1M | 0.65% | 21,933 | SH |
| 48 | ISHARES TR | IWR | 464287499 | $2.1M | 0.64% | 18,854 | SH |
| 49 | ISHARES TR | IWN | 464287630 | $2.1M | 0.63% | 9,285 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $2.0M | 0.62% | 5,717 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $323.8M | 322 | 0001689144-26-000003 |
| 2026-03-31 | 2026-05-14 | $262.2M | 320 | 0001689144-26-000002 |
| 2025-12-31 | 2026-01-23 | $246.4M | 464 | 0001689144-26-000001 |
| 2025-09-30 | 2025-11-12 | $240.3M | 312 | 0001689144-25-000005 |